Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,393 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
11,578
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
11,573
shares
|
$1.79 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
11,555
shares
|
$1.79 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 13, 2025 Q3 2025 |
11,550
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
11,550
shares
|
$1.79 Million
0.69% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
11,548
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
11,539
shares
|
$1.79 Million
0.17% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
11,539
shares
|
$1.79 Million
0.62% of portfolio
|
Q3 2025
Added 818.71%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
11,528
shares
|
$1.78 Million
0.64% of portfolio
|
Q2 2025
Reduced 37.1%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
11,528
shares
|
$1.78 Million
1.16% of portfolio
|
Q4 2025
Added 4.17%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
11,526
shares
|
$1.78 Million
1.67% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
11,509
shares
|
$1.78 Million
0.8% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
11,503
shares
|
$1.78 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
11,501
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
11,460
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
11,428
shares
|
$1.77 Million
0.62% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,413
shares
|
$1.77 Million
0.83% of portfolio
|
Q2 2022
Reduced 7.83%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
11,400
shares
|
$1.76 Million
0.45% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
11,391
shares
|
$1.76 Million
0.25% of portfolio
|
Q3 2025
Added 79.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
11,379
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
11,367
shares
|
$1.76 Million
0.19% of portfolio
|
Q3 2025
Added 181.43%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
11,342
shares
|
$1.76 Million
0.21% of portfolio
|
Q4 2024
Reduced 47.24%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
11,332
shares
|
$1.75 Million
0.25% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
11,329
shares
|
$1.75 Million
0.37% of portfolio
|
Q3 2021
Added 6.48%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,326
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 60.53%
|
|